Subject


Semiconductors


2026-03-03

[News] China’s Smartphone Market Divides: Honor, Vivo at MWC vs Reported Memory-Driven Price Hikes This Week

China’s smartphone market is revealing two starkly contrasting realities. At MWC Barcelona, running from March 2 to 5, major brands are unveiling AI-powered flagships, foldables, and even robot phones, showcasing cutting-edge innovations to capture consumer attention. Meanwhile, smaller makers are...

2026-03-02

[News] Rapidus Reportedly Secures ¥167.6B Private Funding; 60 Clients in Talks, 10 Receive Initial Quotes

Japan’s Rapidus is targeting mass production of 2nm chips in the second half of 2027, with interest from potential customers reportedly gaining momentum. According to Japanese outlet MONOist, President and CEO Atsuyoshi Koike said the company is currently in discussions with more than 60 firms, pr...

2026-03-02

[News] TSMC’s 2025 Overseas Split: China Leads Profits, Arizona Turns Profitable, Japan Losses Widen

While NVIDIA, taking over Apple, reportedly claimed the top spot as TSMC’s largest customer, accounting for 19% of 2025 revenue, all eyes are also on the earnings performance of the company’s overseas fabs. According to Mirror Media, citing TSMC’s 2025 annual report, the Arizona plant turned p...

2026-03-02

[News] Huawei to Show Atlas 950 SuperPoD Overseas for First Time, Challenges NVIDIA on Cluster Scale

Huawei is expected to present its most advanced AI supercomputer outside China for the first time. According to Nikkei, the company plans to unveil its Atlas 950 SuperPoD at the Mobile World Congress (MWC) in Barcelona. Designed for AI data center deployments, the Atlas 950 SuperPoD integrates 8,192...

2026-03-02

[News] Taiwan’s Phison Reportedly Follows Key Suppliers with New Prepayment Policy

Following the lead of major NAND players like Sandisk, Taiwanese NAND Flash controller maker Phison Technology informed customers in late February of updated payment terms, requiring either prepayment or shorter payment cycles, according to Commercial Times and ijiwei. The company, according to t...

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